Unclaimed Profile

Roy Carl Ludwick

BOULDER WEALTH ADVISORS, LLC·BOULDER, Colorado

Clean recordBOULDER WEALTH ADVISORS, LLC

2595 CANYON BLVD, BOULDER, CO 80302CRD# 1325901Firm CRD# 115069

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Roy Carl Ludwick · BOULDER, CO

Registration

CRD #1325901 · BOULDER WEALTH ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Roy Carl Ludwick is a registered financial advisor based in BOULDER, Colorado, affiliated with BOULDER WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BOULDER WEALTH ADVISORS, LLC

AUM

$246M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BOULDER WEALTH ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Market timing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1325901

Firm CRD# 115069

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Roy Carl Ludwick offer?

Roy Carl Ludwick specializes in Financial Planning, Investment Management. Contact their office in BOULDER, Colorado for a consultation.

What are Roy Carl Ludwick's credentials?

Roy Carl Ludwick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Roy Carl Ludwick located?

Roy Carl Ludwick is based in BOULDER, Colorado, working with BOULDER WEALTH ADVISORS, LLC. Their office serves clients in the BOULDER metropolitan area and surrounding communities.

How does Roy Carl Ludwick charge for services?

Roy Carl Ludwick's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BOULDER WEALTH ADVISORS, LLC?

BOULDER WEALTH ADVISORS, LLC has approximately 3 employees and manages $246M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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